CRM and Sales tools
Scan2Lead
9 min
with scan2lead modules in make, you can automate lead capture from trade shows, sync scanned attendee data to your crm, and trigger personalized follow ups, streamlining post event engagement and data management for exhibitors and organizers this is ai generated content based on official scan2lead documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www scan2lead com/en/contact directly requirements to use the scan2lead app in make, you must have a developer account, https //www scan2lead com for subscription, refer to the https //www scan2lead com connect scan2lead and {{product name}} to get started, you must first create a connection between scan2lead and {{product name}} , allowing the two services to communicate obtain your api key in your scan2lead account create the connection in make obtain your api key in your scan2lead account before you create the connection in {{product name}} , you should first obtain your api key in your scan2lead account to obtain your api key navigate to the scan2lead portal after logging in navigate to the connector page from the main navigation click the button at the top of the connector page to reveal the api key copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support scan2lead com/hc/en gb/articles/38036523613201 integration faq create the connection in {{product name}} https //www make com/en/register , add the scan2lead module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your scan2lead account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page scan2lead modules after connecting to the scan2lead app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get new and changed leads fetches leads that have been newly created or updated since the last time the module was run make an api call executes a custom api request to the connected service using your authorized credentials watch leads triggers whenever a lead record is added, updated, or removed from your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} scan2lead resources you can have access to more resources related to this app on the following links https //community make com/search?q=scan2lead https //www scan2lead com https //api portal scan2lead com/ https //www make com/en/integrations/scan2lead